Personal Brokerage

If you’re an experienced, hands-on investor, a Frost Brokerage Services account puts you in the driver’s seat, allowing you to trade anytime during market hours by phone or send trade instructions online 24/7. A Frost Brokerage account gives you:

Investment Options

Just a few of the investments available in a Frost Brokerage account include:

  • mutual funds
  • corporate bonds
  • stocks (equities)
  • treasury bills
  • treasury notes and bonds
  • zero coupon bonds
Periodic Investment Program

The first step to securing your financial future is a simple one: have a plan. We'll take a look at your current situation and help develop a plan that will get you on a path to building your nest egg, today.

With Frost’s Periodic Investment Program, you’ll:

  • contribute periodically, usually by electronic transfer from your bank account
  • invest directly to a mutual fund
  • develop lifelong investing habits
Stock Option Exercise Program

Stock options can be difficult to navigate and often, expensive to exercise. If you’ve received employee stock options as part of your compensation, Frost’s Stock Option Exercise Program can offer you:

  • no disruptions of financial planning
  • a special financing program, designed with your needs in mind
Reports and Disclosures

Get important reports and disclosures regarding investment accounts.

We’re here to guide you

Talk to a Frost Wealth Advisor 1 (888) 268-9202